2026 Fall Virtual Sophomore Program: Investment Banking Bootcamp for 2028 Summer Analyst Opportunities

Overview

This virtual development and recruiting program is designed for high-performing sophomore students who want early exposure to investment banking careers within the organization.

The program consists of three virtual sessions and provides insight into the role of an Investment Banking Analyst and preparation for the recruiting process.

Successful participants may receive coaching and early consideration as recruiting begins for the 2028 Summer Analyst class. Participation in the program does not constitute an offer for a Summer Analyst position or guarantee advancement in the Summer Analyst selection process.

Responsibilities

Program participants will gain exposure to how investment bankers advise corporations on strategic and financial matters, including:

• Raising capital
• Public and private financings
• Mergers and acquisitions
• Other financial advisory assignments

Participants will also:

• Learn about the day-to-day responsibilities of an Investment Banking Analyst
• Gain exposure to industry and product groups
• Hear directly from bankers about their career paths and experiences
• Develop a better understanding of investment banking transactions and the role analysts play throughout the deal process
• Receive guidance from Investment Banking Recruiting on the recruiting process, application expectations, and timeline
• Build relationships with professionals and other students interested in investment banking
• Prepare for the next stage of recruiting for the 2028 Investment Banking Summer Analyst Program

Who Is Eligible

The program is for ambitious, curious, highly motivated sophomore students with a demonstrated interest in investment banking and a desire to learn more about the organization.

Requirements

Candidates should meet the following criteria:

• Currently enrolled in an accredited U.S. university with an anticipated graduation date between December 2028 and June 2029
• Pursuing a degree in accounting, computer science, data science, economics, engineering, finance, information systems, marketing, management, mathematics, statistics, or another business-related field
• Minimum cumulative GPA of 3.5 on a 4.0 scale preferred
• Demonstrated interest in investment banking, finance, capital markets, and/or working with corporate clients
• Strong academic achievement, leadership, extracurricular involvement, and/or relevant professional experience
• Eligible applicants must be legally authorized to work in the United States and not require visa sponsorship now or in the future, including beyond OPT/EAD

Education

• High School (HS)

Work Experience

• General Experience: None

Certifications

• Not specified

Travel

• Less than 25%

Workstyle

• Resident

Compensation & Benefits

Salary Range

• $35,568.00–$105,000.00

The total compensation for this position includes base salary or wages and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

This position is eligible for a benefits package that may include:

• Medical, dental, and vision
• Life insurance
• Critical illness insurance and accident insurance
• Disability benefits
• Retirement savings
• Paid time off (including vacation, holidays, and sick leave)
• Parental leave

Eligibility for benefits and specific offerings may vary based on position and employment status.

Location

• Headquartered in St. Petersburg, FL

Equal Opportunity

The organization is an equal opportunity employer and makes all employment decisions based on merit and business needs.